Purchases and Sales Made in Q3 2021 in First Tr Large Cap Value (FTA)
This table provides information about the institutional ownership of First Tr Large Cap Value (FTA) during Q3 2021. The information is specifically focused on institutions that hold shares of FIRST TR LARGE CAP VALUE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-3.24KClosed |
$207K - $220K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
SELL
|
- |
-3.29KClosed |
$209K - $223K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-3.34K- 4.07% |
$213K - $226K
|
78.6K
$6.09M
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.46K- 61.14% |
$221K - $235K
|
2.2K
$171K
|
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-3.68KClosed |
$234K - $249K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.68K- 6.34% |
$235K - $250K
|
54.4K
$4.21M
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
SELL
|
- |
-4KClosed |
$255K - $271K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-5.1K- 60.93% |
$325K - $346K
|
3.27K
$253K
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.71K- 0.66% |
$364K - $387K
|
862K
$66.7M
|
|
|
Nov 01, 2021
Q3 2021
|
1900 Wealth Management LLC
|
SELL
|
- |
-11.6KClosed |
$738K - $785K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
SELL
|
- |
-13.3K- 64.19% |
$845K - $899K
|
7.39K
$573K
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-14.3K- 5.26% |
$911K - $970K
|
257K
$19.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-15.3K- 97.63% |
$973K - $1.04M
|
371
$28.7K
|
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-16.4K- 75.27% |
$1.05M - $1.11M
|
5.39K
$418K
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-19.9K- 23.03% |
$1.27M - $1.35M
|
66.3K
$5.14M
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-21.8K- 87.4% |
$1.39M - $1.48M
|
3.15K
$244K
|
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-64.1K- 50.96% |
$4.08M - $4.35M
|
61.7K
$4.78M
|
|
|
Oct 25, 2021
Q3 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-83.1KClosed |
$5.29M - $5.64M
|
0
$0
|